Group 1 - The AI industry revolution is ongoing, with strong demand for computing power and promising applications. The national "14th Five-Year Plan" emphasizes the acceleration of a new round of technological revolution and industrial transformation, implementing the "Artificial Intelligence +" initiative. The current global context is likened to the industrial revolution, suggesting a long-term perspective is necessary to observe the impact of AI on computing power demand and applications [1][2] - Capital expenditure by telecom operators is expected to decline, while 6G research and development is accelerating. In 2024, telecom operators' capital expenditure is projected to decrease, following a decline that began in 2023. This trend is anticipated to continue until the commercial use of 6G. Research on 6G wireless interfaces and core network architecture commenced in June 2025, with the R21 version timeline expected to be finalized by June 2026. Despite this, telecom operators are increasing investments in AI computing power, suggesting a potential stabilization and recovery in overall capital expenditure by 2027 or later [1][2] Group 2 - Industrial policies are leading the way, with tech giants contributing to the industry's rapid advancement. China places significant emphasis on quantum technology, while the U.S. also prioritizes its development and restricts investments in quantum technology in China. Recently, NVIDIA launched NVQLink to connect GPUs with quantum processors. There is a recommendation to closely monitor advancements in the quantum computing industry, particularly in areas such as dilution refrigerators and low-temperature coaxial cables [2] - Several companies are highlighted as having significant investment potential, considering industry trends, performance potential, valuation levels, trading volatility, and the likelihood of turning points or exceeding expectations. The companies listed as top recommendations for 2026 include Zhongji Xuchuang, Xinyi Sheng, Yuanjie Technology, Tianfu Communication, Yingweike, Ruijie Network, ZTE Corporation, Runze Technology, Hengtong Optic-Electric, and Zhongtian Technology [2]

Core Viewpoint - The article discusses the ongoing public nomination process for the 2025 15th Annual Listed Company Reputation Rankings, emphasizing the importance of identifying valuable companies in the current market environment characterized by rapid changes and hype in sectors like AI, robotics, and semiconductors [1][2]. Group 1: Public Nomination Process - The public nomination phase has seen over 6,000 companies nominated within just one week, surpassing last year's total by more than 1,000 [1]. - The nomination theme is "Intelligent Creation for the Future, Value Navigation," reflecting the focus on both innovation and long-term value [2]. Group 2: Leading Companies by Heat Index - Companies like JD Group-SW, ZTE Corporation, Industrial Fulian, and Luxshare Precision are among those with high heat values, indicating strong public interest and potential for ranking changes [2]. - The top-ranked companies are categorized into four main lines, aligning with the themes of "Intelligent Creation" and "Value" [2]. Group 3: Performance Highlights - Industrial Fulian has seen a remarkable annual increase of approximately 230%, positioning itself as a leader in cloud computing and communication network equipment manufacturing [3]. - NewEase, along with Zhongji Xuchuang, has experienced significant growth in the optical module sector, with annual increases of 390% and 260%, respectively [3]. Group 4: Value Blue-Chip Companies - Major companies such as China Petroleum, China Telecom, Kweichow Moutai, China Mobile, and China Merchants Bank are recognized for their stable profitability and cash flow, making them attractive long-term investments [4]. - Kweichow Moutai has consistently achieved an annual revenue growth rate exceeding 10%, while China Mobile's total dividends have reached over 100 billion yuan in recent years [4]. Group 5: Market Catalysts - Companies like Dongfang Caifu, ZTE Corporation, and SMIC are experiencing increased attention due to recent catalysts, including stable growth in semi-annual performance and investigations into imported chips [5]. - SMIC's market capitalization recently surpassed 1 trillion yuan, reflecting its critical role in the domestic semiconductor industry [5]. Group 6: Hong Kong Market Performance - The Hong Kong market has shown impressive performance, with technology, pharmaceuticals, and consumer sectors leading the way, attracting significant southbound capital inflows [6]. - Star companies in the Hong Kong tech sector, such as JD Group-SW, Xiaomi Group-W, Tencent Holdings, and Alibaba-W, dominate the public nomination heat index, indicating a shift from "value trap" to "growth opportunity" [6]. Group 7: Evaluation Process - The evaluation process includes multiple screening stages, starting with public sentiment data filtering to eliminate companies with negative news or regulatory penalties [7]. - A comprehensive data model screening will follow, utilizing a large-scale quantitative model to assess various performance metrics [9]. - The final stages involve public voting and a professional review committee to ensure that the selected companies reflect both public sentiment and expert evaluation [11][13].